At the end of tax season, most tax preparation firms, large or small, engage in self-examination. They look back at the season that has just ended and think about how successful they were compared to previous years. Whether it’s done through informal conversations with staff or as part of a standardized process, the goal is to assess overall performance, build up strengths and eliminate weaknesses that were experienced during busy season.

“Before the end of the year, we determine our projected billing,” said Fred Berk, co-managing partner of Top 100 Firm Friedman LLP. “We staff up appropriately based on those anticipated billings.”

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